Plan Ledger DOL Form 5500 · updated monthly

Sacramento Zoological Society403(b)

SACRAMENTO ZOOLOGICAL SOCIETY 403(B) PENSION PLAN · SACRAMENTO, CA · plan year 2022

Reported admin expense ratio · 2022
0.55%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Sacramento Zoological Society reported $11,802 in plan administrative expenses for 2022: 0.55% of average plan assets, above the peer median. Employer contributions averaged $585 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (8,286th of 9,483), and 1,146th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,050,196
Participants with balances80
Active participants102
Employer contributions$59,699
Employee contributions$129,522
Employer contribution per active participant$585
Average account balance$25,627
Benefits paid to participants$16,449
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,802
Total administrative$11,802
Employer contributions to the Sacramento Zoological Society plan · 2022
Employer contribution per active participant$585
Median for plans this size$1,114

Sacramento Zoological Society's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,802 · 0.55%
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Source: U.S. Department of Labor, Form 5500 series, EIN 942861667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.